🔗 HubSpot KB Bridge: Use the forecast tool
💡 Core Capability
As a manager, you can use the forecast tool to keep track of your team’s progress towards their goals. By default, the forecast tool uses deal stages to forecast revenue based on a deal’s likelihood to close. If you set up forecast categories, deals can also be grouped into categories. This allows you and your team to adjust your forecast based on your knowledge of the deals, without losing track of where you are in your sales process. The forecast tool is helpful to use during one-on-ones with your reps to identify where they need to focus their efforts to achieve their monthly or quarterly goals.
🛠️ Key Operations & Headings Outline
- Before you get started
- Set a currency
- Create a forecast to view multiple outcomes (Sales Hub Professional or Enterprise)
- Configure forecast submission reminders
- Submit a forecast
- Review a forecast on your desktop
- Review a forecast on the HubSpot mobile app
- Export forecasting data
- Delete a forecast
- Related content
📋 Subscription Availability
- Sales Hub Professional, Enterprise
- Service Hub Professional, Enterprise
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot